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apple computer. i want to begin with your take on the u.s. market as it roars back above 14,000. do you think it can break through and go higher this year, even with the federal spending cuts coming? >> sure. this year, yes, absolutely. and the reason is because we are at a second stage of a bull market where there is capitulation going on. people on the side lines are saying, i'm not worried about losing any more. i'm worried about missing out. i have to get back in. that's when you see money come back into the equity market. and that will push the market higher. maybe not tomorrow or friday, but certainly this year. >> you you will like some of the growth names in the american market. some in healthcare. some in other areas. tell me about them and why. >> well, look. more of the financials are in future growth. a lot of the stocks have done very well. so you have very low multiples for future growth. traditionally growth does better in later stages. >> i want to get your views on europe in a moment but while we are still here in the u.s., let's talk about apple, which is down today. s
. some of them are interesting. high volatility u.s. large caps and micro cap stocks. it would seem you're increasing the beta place. when you say u.s. large cap volatile stocks, what do you mean by that? >> well, we believe that there's an evolution in the asset classes that investors are going to be tapping into in the next decade. you know, if you look back over the last 20 years, people spent a lot of time arguing, what was the value stock, what was a growth stock. and a lot of times it was in the eye of the beholder. volatility is a much more objective mesh yasure of what a stock is. you can do very good long term, 80 and 90-year analysis of what this asset class means. and right now, we show high volatility stocks have been beaten down very, very much in the rally, relative to low volatility, sort of bond proxy stocks. that suggests to us that they're one of the best opportunities in the market, as we stabilize, as the fed keeps pushing in liquidity. i think you're going to see a return to those kinds of beaten-down names. >> you know, michael, one of the big talkers of the mornin
on the docket. it hasn't fallen apart like everybody want thad to. here we sit in the u.s. with everybody is buying hand over fist. i've been doing it a long time and i'm still conflicted. i know these corporations have been showing better results. but at the end of the day, we still have qe because of no growth. >> rebecca patterson would tell you you have just enough growth, actually, you have a wonderful spot where it's just weak enough where the fed keeps their foot on the pedal and that's why it's the perfect moment, at least now, for the market. >> i guess it's that little circle we used to have on our baseball bats. we have to be careful about that thing cracking in half. that's what i think a sweet spot is. here we are, you have a 7.9% rate. i can debate all long about whether the housing market is getting better or not. that's the reason why we have this influx of qe. why would we be without qe? ultimately, it's all about growth and we just don't have it. here we go, the stocks are full steam ahead. i can't tell my customers not be on board, but i can tell them not the be on boar
Search Results 0 to 2 of about 3